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Lowe Brockenbrough & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Lowe Brockenbrough & Co’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Hold
147
– – ﹤0.01% 318
2025
Q4 		$14.2K Hold
147
– – ﹤0.01% 319
2025
Q3 		$14.1K Hold
147
– – ﹤0.01% 320
2025
Q2 		$13.4K Buy
+147
New +$12.6K ﹤0.01% 305

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lowe Brockenbrough & Co's IJK Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 147 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Lowe Brockenbrough & Co first reported a position in IJK in Q2 2025 and has held it in 4 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Lowe Brockenbrough & Co held 147 shares of iShares S&P Mid-Cap 400 Growth ETF worth $14.8K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #318 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.